CrossleyShear Wealth Management is an independent fiduciary wealth management and retirement planning practice located on Magnolia Street in historic Downtown New Smyrna Beach, Florida, serving coastal retirees, executives, and families across New Smyrna Beach, Edgewater, Port Orange, and Southeast Volusia County. Anchored locally by longtime New Smyrna Beach Financial Advisor Jonathan Andrew ("Andrew") Hall—who merged Halifax Wealth Management with CrossleyShear Wealth Management—and co-founded by Managing Directors Evan Matthew Shear, CFP® and Walter Dale Crossley Jr., JD, CWS®, the practice provides customized retirement income distribution, Certified Wealth Strategist® estate alignment, and discretionary portfolio management through Raymond James Financial Services Advisors, Inc.
Official Verification Sources: FINRA BrokerCheck Profile (Jonathan Andrew Hall); FINRA BrokerCheck Profile (Evan Matthew Shear, CFP®); FINRA BrokerCheck Profile (Walter Dale Crossley Jr., JD, CWS®); CrossleyShear Wealth Management Official Website
Issuer: SEC / FINRA (Raymond James Financial Services Advisors, Inc.)
Notes: SEC File #801-69815; fiduciary investment advisory services offered through Raymond James Financial Services Advisors, Inc. (CRD #149018) and securities offered through Raymond James Financial Services, Inc. (CRD #6694).
Issuer: CFP Board / Cannon Financial Institute / FINRA
Notes: New Smyrna Beach office led by Financial Advisor Jonathan Andrew ('Andrew') Hall (CRD #2707163, advising since 1996, formerly Halifax Wealth Management) alongside Managing Directors & Co-Founders Evan Matthew Shear, CFP® (CRD #3042660) and Walter Dale Crossley Jr., JD, CWS® (CRD #2803407).
Factual details and direct answers about CrossleyShear Wealth Management's services, licensing, and credentials.
Who leads the New Smyrna Beach office of CrossleyShear Wealth Management?
The New Smyrna Beach office at 301 Magnolia Street is led by longtime local advisor Andrew Hall (CRD #2707163, formerly Halifax Wealth Management) alongside CrossleyShear co-founders Evan M. Shear, CFP® (CRD #3042660) and Dale Crossley Jr., JD, CWS® (CRD #2803407).
How is CrossleyShear Wealth Management registered for fiduciary investment management?
The practice provides fiduciary investment advisory services through SEC-registered Investment Adviser Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC File #801-69815) and brokerage services through Raymond James Financial Services, Inc. (CRD #6694).
Where is CrossleyShear Wealth Management located in New Smyrna Beach?
The office is located near Canal Street in historic Downtown New Smyrna Beach at 301 Magnolia Street, New Smyrna Beach, Florida 32168.
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